<h3>关键洞察</h3>
<ul>
<li>由于机构在该股票中的大额持股，丸红的股价可能会受到其交易决策的影响</li>
<li>前 16 大股东持有 50% 的股份</li>
<li>分析师的预测和持股数据为企业前景提供了强有力的参考</li>
</ul>
<p>特朗普承诺要&#34;释放&#34;美国的石油和天然气，这 15 只美国股票的发展将受益于此。</p>
<p>如果你想知道谁真正控制了丸红株式会社（TSE:8002），那么你需要查看其股东登记的构成。而持有最大股份的群体是机构投资者，拥有 58% 的股份。也就是说，如果股价上涨，这个群体将获得最大的收益（如果出现下跌，他们也将损失最多）。</p>
<p>因此，机构投资者在公司股价上周上涨 7.9% 后获得了最多的回报。目前，股东的年回报率为 107%，上周的涨幅更是锦上添花。</p>
<p>在下图中，我们聚焦于丸红的不同持股群体。</p>
<p>查看我们对丸红的最新分析</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/asset/chart/873804-ownership-breakdown-1-dark-2/1765753866149?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1642" height="444" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/asset/chart/873804-ownership-breakdown-1-dark-2/1765753866149"/></p>
<p>TSE:8002 持股分布 2025 年 12 月 14 日</p>
<h2>机构持股对丸红的启示是什么？</h2>
<p>机构通常在向自己的投资者报告时会以基准进行衡量，因此一旦某只股票被纳入主要指数，他们往往会对其更加热衷。我们预计大多数公司在登记中会有一些机构，特别是如果它们正在增长。</p>
<p>我们可以看到丸红确实有机构投资者，他们持有公司相当一部分的股票。这表明在专业投资者中有一定的可信度。但我们不能仅仅依赖这一事实，因为机构有时也会做出错误的投资，就像其他人一样。当多个机构共同持有一只股票时，总是存在他们处于&#34;拥挤交易&#34;的风险。当这样的交易出现问题时，多个参与方可能会争相快速出售股票。这种风险在没有增长历史的公司中更高。你可以在下面看到丸红的历史收益和收入，但请记住，事情总是有更多的背景。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/asset/chart/873804-earnings-and-revenue-growth-1-dark-2/1765753867091?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1642" height="1048" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/asset/chart/873804-earnings-and-revenue-growth-1-dark-2/1765753867091"/></p>
<p>TSE:8002 收益和收入增长 2025 年 12 月 14 日</p>
<p>机构投资者拥有超过 50% 的公司股份，因此他们可以强有力地影响董事会决策。我们注意到对冲基金在丸红的投资并不显著。新英格兰资产管理公司目前是最大股东，持有 9.4% 的流通股。贝莱德公司是第二大股东，持有 6.7% 的普通股，野村资产管理公司持有约 5.1% 的公司股票。</p>
<p>查看股东登记，我们可以看到前 16 大股东控制了 50% 的股份，这意味着没有单一股东拥有多数股份。</p>
<p>虽然研究公司的机构持股数据是有意义的，但研究分析师的情绪也同样重要，以了解市场的风向。覆盖该股票的分析师众多，因此查看他们的预测也是值得的。</p>
<h2>丸红的内部持股</h2>
<p>虽然内部人的确切定义可能是主观的，但几乎所有人都认为董事会成员是内部人。管理层最终要向董事会负责。然而，管理者作为执行董事会成员并不罕见，尤其是如果他们是创始人或首席执行官。</p>
<p>内部持股是积极的，当它表明领导层像公司的真正所有者一样思考时。然而，高内部持股也可能赋予公司内部小团体巨大的权力。在某些情况下，这可能是负面的。</p>
<p>我们的信息显示，丸红株式会社的内部人持有不到 1% 的股份。由于它是一家大公司，我们只期望内部人持有小比例的股份。但值得注意的是，他们持有价值 69 亿日元的股份。可以说，最近的买卖同样重要。你可以点击这里查看内部人是否有买入或卖出。</p>
<h2>公众持股</h2>
<p>公众，通常是个人投资者，持有丸红 42% 的股份。虽然这个持股比例相当可观，但如果决策与其他大股东不同，可能不足以改变公司政策。</p>
<h2>下一步：</h2>
<p>考虑到不同群体持有公司的股份总是值得的。但要更好地理解丸红，我们需要考虑许多其他因素。请注意，丸红在我们的投资分析中显示出 <strong>2 个警告信号</strong>，其中 1 个令人担忧...</p>
<p>如果你想了解分析师对未来增长的预测，请不要错过这份 <strong>免费</strong> 的分析师预测报告。</p>
<p>注：本文中的数据是根据过去 12 个月的数据计算的，指的是财务报表日期所在月份的最后一天结束的 12 个月期间。这可能与年度报告的完整数据不一致。</p>
<p>国防和灾难的移动基础设施</p>
<p>下一波机器人技术不是类人型的，而是完全自主的塔楼，在 30 分钟内提供 5G、ISR 和雷达，适用于任何地方。</p>
<p>在下一轮合同之前获取投资者简报</p>
<p>由 CiTech 赞助</p>

MARUY

<p>机构投资者控制了丸红株式会社（TSE:8002）58% 的股份，并在上周享受到了 7.9% 的股价上涨。前 16 大股东持有该公司 50% 的股份，其中新英格兰资产管理公司是最大股东。内部持股不足 1%，而公众持股占 42%。机构持股可以影响董事会决策，但也存在 “拥挤交易” 的风险</p>

<h3>Key Insights</h3>
<div class="lb-trans"><h3>关键洞察</h3>
</div><ul>
<li>Given the large stake in the stock by institutions, Marubeni's stock price might be vulnerable to their trading decisions</li>
<li>50% of the business is held by the top 16 shareholders</li>
<li>Analyst forecasts along with ownership data serve to give a strong idea about prospects for a business</li>
</ul>
<div class="lb-trans"><ul>
<li>由于机构在该股票中的大额持股，丸红的股价可能会受到其交易决策的影响</li>
<li>前 16 大股东持有 50% 的股份</li>
<li>分析师的预测和持股数据为企业前景提供了强有力的参考</li>
</ul>
</div><p>Trump has pledged to &#34;unleash&#34; American oil and gas and these 15 US stocks have developments that are poised to benefit.</p>
<div class="lb-trans"><p>特朗普承诺要&#34;释放&#34;美国的石油和天然气，这 15 只美国股票的发展将受益于此。</p>
</div><p>If you want to know who really controls Marubeni Corporation (TSE:8002), then you'll have to look at the makeup of its share registry. And the group that holds the biggest piece of the pie are institutions with 58% ownership. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn).</p>
<div class="lb-trans"><p>如果你想知道谁真正控制了丸红株式会社（TSE:8002），那么你需要查看其股东登记的构成。而持有最大股份的群体是机构投资者，拥有 58% 的股份。也就是说，如果股价上涨，这个群体将获得最大的收益（如果出现下跌，他们也将损失最多）。</p>
</div><p>And as as result, institutional investors reaped the most rewards after the company's stock price gained 7.9% last week. One-year return to shareholders is currently 107% and last week’s gain was the icing on the cake.</p>
<div class="lb-trans"><p>因此，机构投资者在公司股价上周上涨 7.9% 后获得了最多的回报。目前，股东的年回报率为 107%，上周的涨幅更是锦上添花。</p>
</div><p>In the chart below, we zoom in on the different ownership groups of Marubeni.</p>
<div class="lb-trans"><p>在下图中，我们聚焦于丸红的不同持股群体。</p>
</div><p>See our latest analysis for Marubeni</p>
<div class="lb-trans"><p>查看我们对丸红的最新分析</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/asset/chart/873804-ownership-breakdown-1-dark-2/1765753866149" alt="" original-src="https://images.simplywall.st/asset/chart/873804-ownership-breakdown-1-dark-2/1765753866149"/></p>
<p>TSE:8002 Ownership Breakdown December 14th 2025</p>
<div class="lb-trans"><p>TSE:8002 持股分布 2025 年 12 月 14 日</p>
</div><h2>What Does The Institutional Ownership Tell Us About Marubeni?</h2>
<div class="lb-trans"><h2>机构持股对丸红的启示是什么？</h2>
</div><p>Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing.</p>
<div class="lb-trans"><p>机构通常在向自己的投资者报告时会以基准进行衡量，因此一旦某只股票被纳入主要指数，他们往往会对其更加热衷。我们预计大多数公司在登记中会有一些机构，特别是如果它们正在增长。</p>
</div><p>We can see that Marubeni does have institutional investors; and they hold a good portion of the company's stock. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. When multiple institutions own a stock, there's always a risk that they are in a 'crowded trade'. When such a trade goes wrong, multiple parties may compete to sell stock fast. This risk is higher in a company without a history of growth. You can see Marubeni's historic earnings and revenue below, but keep in mind there's always more to the story.</p>
<div class="lb-trans"><p>我们可以看到丸红确实有机构投资者，他们持有公司相当一部分的股票。这表明在专业投资者中有一定的可信度。但我们不能仅仅依赖这一事实，因为机构有时也会做出错误的投资，就像其他人一样。当多个机构共同持有一只股票时，总是存在他们处于&#34;拥挤交易&#34;的风险。当这样的交易出现问题时，多个参与方可能会争相快速出售股票。这种风险在没有增长历史的公司中更高。你可以在下面看到丸红的历史收益和收入，但请记住，事情总是有更多的背景。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/asset/chart/873804-earnings-and-revenue-growth-1-dark-2/1765753867091" alt="" original-src="https://images.simplywall.st/asset/chart/873804-earnings-and-revenue-growth-1-dark-2/1765753867091"/></p>
<p>TSE:8002 Earnings and Revenue Growth December 14th 2025</p>
<div class="lb-trans"><p>TSE:8002 收益和收入增长 2025 年 12 月 14 日</p>
</div><p>Institutional investors own over 50% of the company, so together than can probably strongly influence board decisions. We note that hedge funds don't have a meaningful investment in Marubeni. New England Asset Management, Inc. is currently the largest shareholder, with 9.4% of shares outstanding. BlackRock, Inc. is the second largest shareholder owning 6.7% of common stock, and Nomura Asset Management Co., Ltd. holds about 5.1% of the company stock.</p>
<div class="lb-trans"><p>机构投资者拥有超过 50% 的公司股份，因此他们可以强有力地影响董事会决策。我们注意到对冲基金在丸红的投资并不显著。新英格兰资产管理公司目前是最大股东，持有 9.4% 的流通股。贝莱德公司是第二大股东，持有 6.7% 的普通股，野村资产管理公司持有约 5.1% 的公司股票。</p>
</div><p>Looking at the shareholder registry, we can see that 50% of the ownership is controlled by the top 16 shareholders, meaning that no single shareholder has a majority interest in the ownership.</p>
<div class="lb-trans"><p>查看股东登记，我们可以看到前 16 大股东控制了 50% 的股份，这意味着没有单一股东拥有多数股份。</p>
</div><p>While it makes sense to study institutional ownership data for a company, it also makes sense to study analyst sentiments to know which way the wind is blowing. There are plenty of analysts covering the stock, so it might be worth seeing what they are forecasting, too.</p>
<div class="lb-trans"><p>虽然研究公司的机构持股数据是有意义的，但研究分析师的情绪也同样重要，以了解市场的风向。覆盖该股票的分析师众多，因此查看他们的预测也是值得的。</p>
</div><h2>Insider Ownership Of Marubeni</h2>
<div class="lb-trans"><h2>丸红的内部持股</h2>
</div><p>While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO.</p>
<div class="lb-trans"><p>虽然内部人的确切定义可能是主观的，但几乎所有人都认为董事会成员是内部人。管理层最终要向董事会负责。然而，管理者作为执行董事会成员并不罕见，尤其是如果他们是创始人或首席执行官。</p>
</div><p>Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances.</p>
<div class="lb-trans"><p>内部持股是积极的，当它表明领导层像公司的真正所有者一样思考时。然而，高内部持股也可能赋予公司内部小团体巨大的权力。在某些情况下，这可能是负面的。</p>
</div><p>Our information suggests that Marubeni Corporation insiders own under 1% of the company. As it is a large company, we'd only expect insiders to own a small percentage of it. But it's worth noting that they own JP¥6.9b worth of shares. Arguably recent buying and selling is just as important to consider. You can click here to see if insiders have been buying or selling.</p>
<div class="lb-trans"><p>我们的信息显示，丸红株式会社的内部人持有不到 1% 的股份。由于它是一家大公司，我们只期望内部人持有小比例的股份。但值得注意的是，他们持有价值 69 亿日元的股份。可以说，最近的买卖同样重要。你可以点击这里查看内部人是否有买入或卖出。</p>
</div><h2>General Public Ownership</h2>
<div class="lb-trans"><h2>公众持股</h2>
</div><p>The general public, who are usually individual investors, hold a 42% stake in Marubeni. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders.</p>
<div class="lb-trans"><p>公众，通常是个人投资者，持有丸红 42% 的股份。虽然这个持股比例相当可观，但如果决策与其他大股东不同，可能不足以改变公司政策。</p>
</div><h2>Next Steps:</h2>
<div class="lb-trans"><h2>下一步：</h2>
</div><p>It's always worth thinking about the different groups who own shares in a company. But to understand Marubeni better, we need to consider many other factors. Be aware that Marubeni is showing <strong>2 warning signs in our investment analysis</strong> , and 1 of those is concerning...</p>
<div class="lb-trans"><p>考虑到不同群体持有公司的股份总是值得的。但要更好地理解丸红，我们需要考虑许多其他因素。请注意，丸红在我们的投资分析中显示出 <strong>2 个警告信号</strong>，其中 1 个令人担忧...</p>
</div><p>If you would prefer discover what analysts are predicting in terms of future growth, do not miss this <strong>free</strong> report on analyst forecasts.</p>
<div class="lb-trans"><p>如果你想了解分析师对未来增长的预测，请不要错过这份 <strong>免费</strong> 的分析师预测报告。</p>
</div><p>NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.</p>
<div class="lb-trans"><p>注：本文中的数据是根据过去 12 个月的数据计算的，指的是财务报表日期所在月份的最后一天结束的 12 个月期间。这可能与年度报告的完整数据不一致。</p>
</div><p>Mobile Infrastructure for Defense and Disaster</p>
<div class="lb-trans"><p>国防和灾难的移动基础设施</p>
</div><p>The next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.</p>
<div class="lb-trans"><p>下一波机器人技术不是类人型的，而是完全自主的塔楼，在 30 分钟内提供 5G、ISR 和雷达，适用于任何地方。</p>
</div><p>Get the investor briefing before the next round of contracts</p>
<div class="lb-trans"><p>在下一轮合同之前获取投资者简报</p>
</div><p>Sponsored On Behalf of CiTech</p>
<div class="lb-trans"><p>由 CiTech 赞助</p>
</div>

机构投资者掌控了丸红株式会社（TSE:8002）58% 的股份，上周股价上涨 7.9%，他们因此获得了回报